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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: Diddywahdiddy who wrote (7998)8/13/2024 7:45:04 AM
From: jritz0  Read Replies (2) | Respond to of 23791
 
" Take into account the tax ramifications."

Wow! you take a lot of notes. Mine are written on the back of envelopes or spread throughout a spiral binder.
I'm not the most organized person. I suppose I could add notes on SSD but that's just not how I roll:)

The only position that stands out to me is JEPI in your taxable account, if I read your notes correctly. You might want to move it to a T/RIRA. Its distributions are ordinary income.